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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$52.75
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets219.12M
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PWTYX vs RLBEX Comparison Chart in %
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PWTYX vs. RLBEX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. PWTYX (219M). RLBEX (1.83) and PWTYX (1.76) have matching dividends . PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.59). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 7.86 vs. PWTYX (3.60). RLBEX return over 5 years is better than : 41.38 vs. PWTYX (12.81).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 4.393 | 8.064 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 252B | 0% |
| Annual Yield % from dividends | 1.76 | 1.83 | 96% |
| Returns for 1 year | 3.60 | 7.86 | 46% |
| Returns for 3 years | 20.27 | 35.05 | 58% |
| Returns for 5 years | 12.81 | 41.38 | 31% |
| Returns for 10 years | 38.85 | 67.17 | 58% |
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